Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 5-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,854 | $154,228-69.0% | $145,433-67.1% | $137,256-65.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.33% | 74.59%-53.3pp | 66.58%-45.2pp | 220.34%-199.0pp |
| Employer contribution / active EE | $5,175 | $4,804+7.7% | $4,554+13.6% | $4,156+24.5% |
| Participant deferral / active EE | $7,609 | $8,216-7.4% | $7,897-3.6% | $6,407+18.8% |
| Admin fee / account holder | $98 | $14,344-99.3% | $13,129-99.3% | $12,270-99.2% |